Industry

The bank said it will appeal OSHA's findings.

Some say millennials need to be saving more for retirement, Focus Financial adds Crestwood Advisors and Citizens Bank hires Patrick Jancsy to lead its private wealth group.

Advisors see the new year as an opportunity to pivot marketing efforts in order to attract younger clients and build on a strong 2016.

Their hard-won shelf space will likely come up for review in 2017 as broker/dealers shift to a “less is more” approach.

NextCapital will provide 401(k) digital advice and paperless IRA rollover services to 2.7 million participants in John Hancock Retirement Plan Services.

A House Republican introduced a bill that would delay the effective date of the DOL rule by two years. At the same time, a House committee called the rule “reckless” and “misguided.”

Robo newcomers bring little innovation, the Fed releases research on education and stock market participation, and Shannon Pike is named 2017 FPA president.

When advisors should take the human element into account, baby boomers struggle with student loan debt and Deutsche Asset Management names a new chief investment strategist.

Jerry Nigro has launched Claybrook Capital.

If 2016 was the year of data, 2017 is going to be the year data evolves into features that optimize advisor and client interactions